maxglute

45 ms·

691.
by maxglute 1y ago
They make cars fine, but their economy isn't. The counterpoint to that is JP has to sacrifice (shadow subsidize exports) by managing exchange rate, i.e. JP went from 5-6T nominal GDP to 4T just through FX depreciation in last 20 years.
692.
by maxglute 1y ago
Those are consumer subsidies, they make buying a cheaply produced car cheaper, they don't make producing a car cheaper. Of course you can industrial policy for that as well, if you have the right conditions, cheap industrial inputs, an
693.
by maxglute 1y ago
They seppukued by walking away from cheap RU gas. Cheap RU gas isn't just power, it's cheap industrial feedstock/inputs. Renewable/nuclear does not replace this. So all the wank about their energy policy is distraction.
694.
by maxglute 1y ago
>all militaries engage in out of deemed necessity. No, the opposite. Most militaries import equipment / are takers. Most militaries not engaged in very expensive R&D and capex to maintain overmatch. Most militaries buy off the s
695.
by maxglute 1y ago
Not tulip mania fine.
696.
by maxglute 1y ago
Bubble burst means current technical AI approach economic deadend, if the most resourced tech companies in the world can't afford to maintain AI improvment then it's probably not going to happen because public likely isn't go
697.
by maxglute 1y ago
AI chips and bespoke data centers are closer to tulips than rail or fiber in terms of deprecated assets. They're not fungible stranded assets with long shelf life or room for improvment. Bubble bursting also points to current model tow
698.
by maxglute 1y ago
How expensive matters, can stop NK and RU from access/buying in quantities that effects planning. And we're talking about a lot of commodity tier globally diffused/produced components where there are many sources and enforcem
699.
by maxglute 1y ago
>Why hasn't this been done Probably because that alternative was to build next gen programs to be less performant, and can't settle when platform last 30/40/50 years now. The problem isn't lol US start making fan
700.
by maxglute 1y ago
High temperature magnets for motors (controlling flight surfaces), radar, sonar, lasers. TLDR miniturization, increase power draw. Might have to reduce range due to heaver components, or keep range by deliver smaller payloads, all while sen
701.
by maxglute 1y ago
>I thought "rare earths" were not rare at all Propaganda. Some strategic rare earth is indeed rare. As in economically extractable stuff are geologically rare. The strategic heavy stuff (dysprosium, terbium, yttrium) for high p
702.
by maxglute 1y ago
>In Washington, American officials offer differing assessments of the talks. One U.S. official said the reports of negotiations over the lifting of sanctions and access to the Venezuelan market was “not an accurate assessment of what too
703.
by maxglute 1y ago
> Not everything wrong that happens in the world is because an empire is meddling, we are also capable of being useless by ourselves! A petrostate kleptocracy can still trickle down enough scraps for it's people. An empire that cont
704.
by maxglute 1y ago
Demand forces is measured in $$$'s all the bubble talk is there aren't enough demand in $$$'s to justify projected supply, but more significantly, the time dimension of building supply and deprecation of supply is not favoura
705.
by maxglute 1y ago
Best sale around prime day warehouse are sales from returns after. I feel like whoever is grading the returns quality slip due to all volume and chance of scoring basically new items for steep discounts is up.
706.
by maxglute 1y ago
Are you asking if deliberately dialing up collateral damage to make politically supporting proxy wars more difficult? I think that has always happened, i.e. battle of shanghai when chinese fought japanese in international quarters to influe
707.
by maxglute 1y ago
Manufacturing consent for war is important, news at 11. Snark aside, it's getting harder to generate moral high ground to maintain the facade of LIO supremecy. The problem with modern American imperialism (and European colonialism) is
708.
by maxglute 1y ago
Because it's not uniformly developed, there's still 100s of millions who are underdeveloped. If we're sensible we'll cap a limit on what first place should emit per capita and that will be the benchmark everyone targets
709.
by maxglute 1y ago
Ultimately cost is just one factor to prime driver like energy, energy security most overwhelming priority in energy trilemma (security, cost, sustainability)... Having dispatchahble power not tied to weather with abundance fuel source is a
710.
by maxglute 1y ago
50%+ of the world population is low to low middle income, and they're all going to want to increase emission by 4x for parity high income life styles. Realistically 8x since developing = catching up on infra build out, i.e. extremely e
711.
by maxglute 1y ago
Total historic emissions is the ONLY serious metric. Since it accounts for all capital buildouts, it takes centuries of emission heavy construction to get developed countries where they are. Countries are going to emit more when they'r
712.
by maxglute 1y ago
Borderline all or nothing bet. The distribution of AI capex investment and burnt/stranded assets is not like past bubbles. Railroad boom. Most of spending moving heart to build out rail network that increase CONUS rail by +400%. US fre
713.
by maxglute 1y ago
If AI bubble burst... the AI compute (where most of investment/capex going towards) depreciates 1-5 years, specialized data centers a little longer. For reference most of the $$$$$ in capex of dotcom burst went into civil engineering &
714.
by maxglute 1y ago
Current network capacity runs off excess fiber. Networking gets upgraded at nodes and dumb pipe (excess fiber) efficiency improves. Like we upgrade switching for 100+ year old rail to improve freight efficiency. Much of $$$$$ / capex &
715.
by maxglute 1y ago
>The Schneider Electric report estimates that all generative AI queries consume 15 TWh in 2025 and will use 347 TWh by 2030; that leaves 332 TWh of energy—and compute power—that will need to come online to support AI growth. T +332TW is
716.
by maxglute 1y ago
Optimizing a screen to a slab (really a sheet) is like optimizing a nail to head shank and point. That's the underlying primitive form factor. You can change the ratio of threads and drive types to differentiate, but you don't und
717.
by maxglute 1y ago
Undereducated workforce willing to do hard construction decreasing -> wagse rising. There's still big/experienced construction work force, build while it's cheap, build bigger and more than you have to etc.
718.
by maxglute 1y ago
TBH potential future problem, scales to whether/how much construction industry get captured to point where maintenance costs is onerous. Developed west forgets, upkeep doesn't have to be expensive to defer which snowballs costs. T
719.
by maxglute 1y ago
> reduces travel time between the two sides of the canyon from two hours to two minutes. Think of it this way. Every 2 hours round trip to 2 minutes saves imported fossil. For trucking/freight that's like ~$80 of diesel both wa
720.
by maxglute 1y ago
Big tech are bigger than ever, they've simply learned to double dip with pay to play and ads. AI is also going to do both, but I think they have stickiness to extract a lot more per month. Like once a generation grows up with AI crutch

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